South Coast Investment Advisors is a boutique wealth management firm for high-net worth individuals and their families. Our clients view us as Personal CFOs, helping guide them through all of their financial decision making. InvestmentNews has recognized Co-founder and Partner, Chris Vizzi, as a 40 Under 40 Honoree for 2020.
Mr. Vizzi was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives. As Relationship Ambassadors, we work in close partnership with each of our clients' trusted advisors as their Personal Financial Advocate.
Mr. Vizzi was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives. As Relationship Ambassadors, we work in close partnership with each of our clients' trusted advisors as their Personal Financial Advocate.
Services
South Coast Investment Advisors specializes in wealth management for high-net worth individuals and their families. We serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus.
The South Coast process goes beyond just investment advice to solve for all the financial challenges that our clients face. South Coast uses a defined process to address each client's full range of needs. As Personal CFOs, we go beyond just investment advice to solve for all of the challenges that our clients face, including: mitigating taxes, transferring assets to heirs, protecting wealth, charitable giving and community philanthropy.
The South Coast Vault makes getting organized simple. It's easy to connect with everything and everyone that is important to you. Each day your balances re-calculate to keep you up to date as your account values change. To help you stay on track, you can create a monthly budget, understand your spending habits, and monitor your progress.
Become a fearless investor by making sure your portfolio aligns with how you feel about risk. Most investors are twice as concerned about avoiding losses than they are about achieving potential gains. That's one of the reasons why people tend to sabotage their own investing. Selling when they get scared, missing the recovery, and buying back in when the market feels safe again.
Our portfolio architecture is comprised of elite money managers that have deep expertise in traditional investments strategies as well as tactical and diversifying strategies like real estate and alternatives, enabling our clients to have success in all types of markets. We've grouped our strategies by the role they play in a portfolio and how they respond to different market conditions.
Reviews
Be the first to review South Coast Investment Advisors.
Write a Review
